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United States Lime & Minerals
USLM

63 hedge funds and large institutions have $72.5M invested in United States Lime & Minerals in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

3% more funds holding

Funds holding: 61 → 63 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $73.1M → $72.5M (-$604K)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
21
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
+$2.2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.28M
3
MA
Minerva Advisors
Pennsylvania
+$1.15M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$404K
5
EM
Emancipation Management
New York
+$370K

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$5.01M
2
RCM
Rutabaga Capital Management
Massachusetts
-$2.06M
3
GGHC
Gilder Gagnon Howe & Co
New York
-$472K
4
BCM
Bridgeway Capital Management
Texas
-$387K
5
NI
Numeric Investors
Massachusetts
-$381K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Menta Capital
California
$374K +$164K +14,770 +87%
BCM
27
Bridgeway Capital Management
Texas
$313K -$387K -34,815 -57%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$296K – – –
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$289K -$11.1K -1,000 -4%
Charles Schwab
30
Charles Schwab
California
$282K +$2.33K +210 +0.9%
Axa
31
Axa
France
$265K +$250K +22,500 New
Millennium Management
32
Millennium Management
New York
$248K +$234K +21,035 New
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$246K – – –
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$211K -$31.9K -2,875 -14%
Swiss National Bank
35
Swiss National Bank
Switzerland
$183K – – –
TA
36
Teachers Advisors
New York
$166K – – –
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$142K – – –
NFA
38
Nationwide Fund Advisors
Ohio
$121K – – –
Citigroup
39
Citigroup
New York
$105K -$104K -9,345 -51%
AIG
40
American International Group
New York
$66.7K -$1.89K -170 -3%
PCM
41
Prelude Capital Management
New York
$56K -$22.3K -2,010 -30%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$53K +$49.9K +4,495 New
BG
43
BlackRock Group
United Kingdom
$40K – – –
Wells Fargo
44
Wells Fargo
California
$35K -$3.17K -285 -9%
BA
45
BlackRock Advisors
Delaware
$34K – – –
BlackRock
46
BlackRock
New York
$30K +$26.8K +2,415 +1,858%
EA
47
Emerald Acquisition
Washington
$27K +$25.2K +2,270 New
Teacher Retirement System of Texas
48
Teacher Retirement System of Texas
Texas
$19K +$2.17K +195 +14%
GBBWRPM
49
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K – – –
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K -$45.9K -4,135 -77%
1
2
3

USLM Hedge Fund Activity: Q2 2016 in Review

63 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United States Lime & Minerals (USLM) for Q2 2016, worth a combined $72.5M — down 0.83% from $73.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new USLM positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Perkins Investment Management, opening a new position worth an estimated $2.2M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $5.01M sold.

  • 63 institutional investors held United States Lime & Minerals (USLM) as of Q2 2016, up from 61 in Q1 2016.
  • Funds reported $72.5M of United States Lime & Minerals stock for Q2 2016, down 0.83% quarter-over-quarter.
  • 9 funds opened new United States Lime & Minerals positions in Q2 2016 and 7 closed out, a net change of +2 holders.
  • The largest United States Lime & Minerals buyer in Q2 2016 was Perkins Investment Management, an estimated $2.2M added.
  • The largest United States Lime & Minerals seller in Q2 2016 was Epoch Investment Partners, an estimated $5.01M sold.

Based on aggregated 13F filings for Q2 2016.